2011-05-16T16:35:56-05:00 2010-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2009-07-01 237090107 Seniors Inc SENI 3033006900 8950 E Lowry Blvd Denver CO 80230 Maureen Hewitt 2011-05-16 true Rita F Worster CPA 7194714290 2009 2016-02-24 21:20:13Z X DAN BLYTH 8950 E LOWRY BLVD DENVER CO 80230 6361095 false X WWW.SENIORSINC.ORG X 1969 CO TO HELP PEOPLE REMAIN INDEPENDENT AS THEY AGE. WE FULFILL THIS MISS- iON BY PROVIDING A VARIETY OF SERVICES INCLUDING AT-HOME CARE, FINAN- CIAL MANAGEMENT, MEDICARE/MEDICAID ASSISTANCE, AND EMPLOYMENT. 10 10 491 216 0 0 1965554 1906684 3630336 3999615 -8294 30483 94895 59355 5682491 5996137 51037 44447 0 0 4167129 4262370 0 0 47980 1429710 1635796 5647876 5942613 34615 53524 2387427 2478701 495740 533490 1891687 1945211 The mission of Seniors! Inc. is to help people remain independent as they age, and the organization fulfills that mission by providing a variety of services including care in the home, help with managing personal finances, assistance with Medicare and Medicaid and employment. Seniors Inc. has offices in Denver, Trinidad, and Canon City, and in 2010 will open an office in Pueblo Colorado. false false 3934982 3071432 HOME CARE SERVICES: THIS PROGRAM PROVIDES COMPASSIONATE, NON-MEDICAL ASSISTANCE TO PEOPLE OF ANY AGE WHO NEED TEMPORARY HELP OR LONG-TERM ASSISTANCE TO MAXIMIZE THEIR PERSONAL INDEPENDENCE REGARDLESS OF WHERE THEY LIVE. CARE IS CUSTOMIZED AND INCLUDES PERSONAL CARE, MEDICATION REMINDERS, SHOPPING, MEAL PREPARATION, HOUSEKEEPING, SPECIALIZED CARE FOR ALZHEIMER'S PATIENTS, AND RELIEF FOR FAMILY MEMBERS. OVER 312 CLIENTS WERE SERVED DURING THE 09/10 FISCAL YEAR. 603971 451642 SENIOR COMPANION PROGRAM: THIS PROGRAM IS A NATIONAL PROGRAM THROUGH WHICH INDIVIDUALS PROVIDE ASSISTANCE AND FRIENDSHIP TO THE AT-RISK ELDERLY AND ADULT-DISABLED POPULATION IN ADULT DAYCARE CENTERS, SENIOR CENTERS, HOSPITALS AND INDEPENDENT LIVING FACILITIES. BY PROVIDING TRANSPORTATION TO MEDICAL APPOINTMENTS, GROCERY STORES, SOCIAL SERVICE AGENCIES, ETC., TRANSLATION SERVICES AS NEEDED, ASSISTING WITH PAPERWORK AND OFFERING CONTACT TO THE OUTSIDE WORLD, SENIOR COMPANIONS OFTEN PROVIDE THE SERVICES THAT THE FRAIL ELDERLY NEED TO LIVE INDEPENDENTLY. SENIOR COMPANIONS ALSO PROVIDE RESPITE CARE TO RELIEVE LIVE-IN CARETAKERS FOR SHORT PERIODS OF TIME. THEY USUALLY PROVIDE 20 HOURS OF SERVICE PER WEEK. DURING THE 09/10 FISCAL YEAR, WE HAD 97 SENIOR COMPANIONS. 612683 399331 SENIOR COMMUNITY SERVICES EMPLOYMENT PROGRAM - SCSEP IS A NATIONAL PROGRAM PROVIDING SUBSIDIZED, PART-TIME, WORK-BASED TRAINING. PROGRAM PARTICIPANTS ARE PLACED IN A WIDE VARIETY OF COMMUNITY SERVICE ACTIVITIES AT NON-PROFIT AND GOVERNMENT AGENCIES, WORK AN AVERAGE OF 20 HOURS A WEEK, AND ARE PAID MINIMUM WAGE. IT IS INTENDED THAT THESE COMMUNITY SERVICE EXPERIENCES SERVE AS A BRIDGE TO OTHER EMPLOYMENT POSITIONS THAT ARE NOT SUPPORTED WITH FEDERAL FUNDS. THERE WERE 43 PARTICIPANTS DURING THE 09/10 FISCAL YEAR. 222167 52837 Foster Grandparent Program 53293 44447 10394 Energy Outrach 63504 12386 Prescription Drug Assistance 84143 16410 Medicare & Medicaid Counseling 35196 6865 Helpline 51132 9973 Money Management 36399 7099 Experience at Work 27020 5270 Transportation 572854 44447 121234 5724490 true true false false false false false false true true true true false false false false false false true false false false true false false false false false false false false false true false false false false true false false false true 38 0 true 491 true false false false false false true true false false false 10 10 false false false false true true true true true false false true true true true true true true true false X SENIORS INC 3033006900 8950 E LOWRY BLVD DENVER CO 80230 BEN BRAHINSKY 1.0 X X 0 0 0 ALAN EISENBERG 1.0 X X 0 0 0 MAUREEN HANRAHAN 1.0 X 0 0 0 WENDY TENZYK 1.0 X 0 0 0 LOUIS P MATIS 1.0 X 0 0 0 A RONALD KUCIC PHD CMA 1.0 X 0 0 0 JERRI BRAINARD 1.0 X 0 0 0 KEN HOAGLAND 1.0 X 0 0 0 STEPHEN R KARDATZKE 1.0 X 0 0 0 JOHN BUTLER 1.0 X 0 0 0 Anne E McDow 1.0 X 0 0 0 DAN BLYTH 40.0 X 80228 0 24745 TINA DAVROS 40.0 X 74538 0 11504 SHELLEY AMRINE 40.0 X 0 72758 17085 154766 72758 53334 0 false false false 0 37099 30460 1304765 534360 83502 1906684 MEDICAID REVENUE 900099 1877723 1877723 PROGRAM INCOME 900099 2121892 2121892 3999615 4694 4694 0 0 32784 32784 32784 32784 197910 0 170991 1130 26919 -1130 25789 25789 171056 30460 192837 -21781 -21781 0 0 MISCELLANEOUS REVENUE 900099 44024 44024 FINANCE CHARGES 900099 4328 4328 48352 5996137 4043639 45814 0 44447 44447 0 0 172036 163244 7224 1568 0 3562271 3380214 149579 32478 0 244896 232556 9689 2651 283167 268898 11203 3066 346296 574738 -214050 -14392 4598 59 4539 0 15500 0 15500 0 0 0 0 46229 30532 15697 0 60599 49064 460 11075 113724 64330 45191 4203 0 0 12952 47629 -36427 1750 630340 627550 1617 1173 0 0 0 0 53846 4863 48983 0 3818 2652 1166 0 FOOD 88693 86668 701 1324 DIRECT CLIENT ASSISTANCE 6986 6986 0 0 PROVISION FOR BAD DEBT 51244 51244 0 0 EMPLOYEE SCREEN/TRAIN 28039 25161 1364 1514 OTHER EXPENSE 172932 63655 107707 1570 5942613 5724490 170143 47980 345497 270633 394022 623383 220956 247744 331841 454870 99976 89296 1424455 631680 831430 792775 163705 0 2387427 2478701 338760 399810 50274 63157 22385 22910 84321 47613 495740 533490 X 1874268 1927632 17419 17579 1891687 1945211 2387427 2478701 X false true true X false X 1449938 1598710 1888443 1965554 1906684 8809329 1449938 1598710 1888443 1965554 1906684 8809329 229421 8579908 50737 59171 62298 45457 37478 255141 9064470 17669654 0.94654 0.93812 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 680991 160 27330 708481 705015 -19481 236 4307 680991 0.97519 0.02481 false false 216225 216225 937247 477195 460052 270983 154485 116498 792775 0 DUE TO RELATED PARTY 47613 47613 5996137 5942613 53524 53524 6287216 98242 192837 291079 5996137 5996137 6233692 98242 192837 291079 5942613 5942613 Part V, Line 4 Describe the Intended uses of the organization's endowment funds. The Organization's endowment consists of donor permanently restricted endowment funds and funds designated by the governing body to function as endowments (board designated endowment funds). The endowment was formed to support the programs and services of Seniors! Inc. The goal is to grow the endowment to $1,000,000. The Board designated operating reserve has been restricted for the organization's operations. Part X, Line 2 Uncertain Tax Positions Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. Part XII, Line 2d Other Revenue on return, not on books Fundraising Expenses reclassified from audit expense $192,837 Part XIII, Line 2D Other expenses on books, not on return Fundraising Expenses reclassified from audit expense $192,837 moonlight clssc 201516 30460 171056 7000 28640 157197 0 201516 30460 171056 7000 28640 157197 192837 -21781 true Stipends for home energy costs 118 44447 Part I, Question 2 Procedures for Monitoring the use of grant funds to U.S. The grant that Seniors Inc. has from Energy Outreach Colorado (EOC) is to assist Colorado residents with their home energy costs. These clients must be in arrears on their bill, and we confirm this directly with the clients' respective utility company before offering assistance. Once a client has been approved for financial assistance, all of their details are entered into the EOC database. This database maintains a running total of the grant funds spent. This way, at the end of the year Seniors! Inc. is never overspent or underspent. X Food/Beverages 26 74542 FMV X Bicycles & related items 3 7000 FMV X Supplies 1 1960 FMV false true false Part I, Line 25, Column B Number of Contributions Food/Beverages, Bicycles and Related items, and Supplies represents number of contribtutors. Part VI, Question 11A Describe process to review 990 The form 990 is prepared by a third party preparer and reviewed by the CFO of Seniors! Inc. and the CFO and VP of Accounting of Total Community Options, Inc. A secondary review is conducted by the Audit committee and the final version of the 990 is made available to the entire board prior to filing the return with the IRS. Part VI, Question 12c Describe how conflict of interest policy is monitored & enforced Each Seniors! Inc staff member signs a conflict of interest statement. This statement is maintained in the personnel file. If a potential conflict of interest is disclosed or uncovered, it is reviewed by the CEO. If, after review, the potential conflict is found to be an actual conflict of interest, the employee is either a) prohibited from engaging in the activity, transaction or arrangement that would cause the conflict or b) restricted from taking part in any decisions that pertain to the activity, arrangement or transaction. If the conflict or perception of conflict involves the CEO of Seniors! Inc, the determination is made by the President of TCO. Each board member signs a conflict of interest statement and, in addition, board members are asked to disclose any conflicts of interest at the beginning of each board meeting. If a conflict of interest is disclosed, the board of directors either a) prohibits the board member from engaging in the activity, transaction or arrangement that would cause the conflict or b) restricts the board member from taking part in any decisions that pertain to the activity, arrangement or transaction. Part VI, Question 15a Describe process for determining compensation Compensation of all employees is based on a performance evaluation and review of comparable organizations' compensation. CEO compensation is determined and approved by the board of directors of Seniors! Inc. The last review of CEO compensation was performed by John Backe in 2009. Part VI, Question 15b Describe process for determining compensation Compensation of all employees is based on a performance evaluation and review of comparable organizations' compensation. COO compensation is approved by the CEO of Seniors! Inc. CFO compensation is determined and approved by the CFO of Total Community Options, Inc. The last review of other officer compensation was performed by Dan Blyth in 2009. Part VI, Question 19 Describe how documents are made available to the public Seniors!, Inc. makes its governing documents and conlfict of interest policy available upon request, or sent to entities that require this information per their contract. Part III, Line 4d Other Program Services Seniors! Inc. provides other services to our community, such as the foster grandparent program, energy outreach, prescription drug maintenance, medicare & medicaid counseling, helpline, money management, experience at work, and transportation. Foster Grandparents: Foster Grandparents is a national program through which volunteers receive a modest tax-free stipend to tutor and offer emotional support to disadvantaged children with low literacy skills. Foster Grandparents specialize in working one-on-one with children who need extra attention-perhaps the child is in Special Ed or has been out sick for two weeks and needs someone to help him catch up. Help Line: Volunteers provide information to callers about valuable community resources. People call us when they need yard work, or the snow shoveled off their sidewalk so they can get to the bus. Or they call us when a parent is being discharged from a hospital and will need continuing care in the home. Others call when they need a hearing aid or a will. And, of course, we get many requests for help with heating and hospital bills. Energy Assistance: This service helps people in emergency situations to pay the balance on their utility bills. Prescription Drug Assistance Service: This service helps individuals obtain prescription medications from pharmaceutical companies at little or no cost (many but not all drugs are available.) Individuals are also screened for eligibility for all types of assistance. If they qualify, we help them fill out and submit the required application(s.) Medicare/Medicaid Outreach: Seniors Inc. screens callers for eligibility for all types of assistance. For those qualified, we help to fill out and submit the required applications. Many of the people who call us are eligible for public benefits through Medicare or Medicaid. Home Care: Seniors Inc. Home Care programs provides compassionate unskilled assistance to people of any age who need temporary help or long-term assistance to maximize their personal independence regardless of where they live. Homemaker Program: This program provides free temporary respite care services by assisting with cooking and light housekeeping needs. Money Management Program - Bill Payer Service: Trained, insured, and supervised volunteers assist clients with organizing their paperwork and mail; organizing, review, and payment of monthly bills; checkbook management and checkbook balancing; personal budgeting; and related personal financial matters. Senior Health Insurance Assistance Program (SHIP): Trained counselors provide accurate and objective counseling, assistance, and education about Medicare and health insurance plans. Senior Community Service Employment Program (SCSEP): SCSEP is a national program providing subsidized, part-time, work-based training. Program participants are placed in a wide variety of community service activities at non-profit and government agencies, work an average of 20 hours a week, and are paid minimum wage It is intended that these community service experiences serve as a bridge to other employment positions that are not supported with federal funds. Care Calls: Volunteers provide free daily or weekly check-in telephone calls-for just a friendly chat and to find out if everything is going well-to homebound seniors. Transportation Program: Transportation services are available under this program-one for which there is a fee, and one for which there is no charge (although riders are asked to make a donation to support the program.) Transportation is available to all Denver Home Care clients either as fee-for-service for Medicaid clients or included in the cost of care for those who pay privately. Other seniors who call for transportation are accommodated as scheduling permits. We try to limit no-cost rides to individuals with low incomes for grocery shopping or medical appointments. Part VI, question 7a Election of Governing Body Total Community Options, Inc. approves and can remove Board appointments. Part VI, question 7b Decisions subject to approval Total Community Options, Inc. approves strategic business plans and budgets. Part IX, Lines 11 and 12 Negative Expenses There are negative amounts in these line items resulting from the allocations that are made on a consolidated basis and overall, the management fees eliminate. TOTAL COMMUNITY OPTIONS INC 200 E 9TH AVE DENVER CO 80203 341547962 HOLDING CO CO 501(C)(3) 9 NA TOTAL COMMUNITY CARE LLC 904 A LAS LOMAS NE ALBUQUERQUE NM 87102 311824703 PACE PROGRAM CO 501(C)(3) 9 TCO LONGTERM CARE OPTIONS LLC 200 E 9TH AVE DENVER CO 80203 460497038 CASE MGMT CO 501(C)(3) 9 TCO TOTAL LONGTERM CARE SOLUTIONS INC 200 E 9TH AVE DENVER CO 80203 371547964 CONSULT SRVS CO 501(C)(3) 9 TCO false false true false false false false false false false false true true true true true true true